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This month we continue our analysis of the relationship between a LIC/LIT's size, (measured by market capitalisation) and the discount/premium to net tangible...

Alongside Analyst James Bisinella, we take a deep dive into investment platform provider HUB24 (HUB) in a bonus episode of this series where we delve into 6 appealing...

Semiconductor equipment manufacturer ASML (NASDAQ:ASML), paint and coating company Sherwin-Williams (NYSE: SHW), and payments company Mastercard (NYSE:MA) are examples...

The Trilogy Monthly Income Trust (Trust) is an unlisted pooled mortgage trust, which provides investors with exposure to returns available through loans secured by...

Despite a challenging backdrop through COVID, National Storage REIT (ASX:NSR) has continued its strong trajectory into 2H FY21, supported by market conditions and...

Well, the kryptonite of share markets is well and truly back: Inflation. Yes, the nemesis of both common and superhuman investors alike, has risen from the dead after...

The best approach to generating outsized returns in equity markets is to identify individual winners on a bottom-up basis. Big winners drive overall returns to an...

Economics falls under the social sciences but calling it a science is far from appropriate. The scientific method involves formulating a theory and making a...

If you are a longer-term shareholder of Avita Medical (ASX:AVH), it is likely you would have experienced a rather disappointing journey over the past 12 months....

Nearly 12 months ago, I wrote a wire titled 'Buying property during a recession? Not as crazy as it sounds'.   At the time of writing, the housing market had...

Key takeaways: The companies within the Morgan Stanley International Equity team’s portfolios are encouraging consumers to live more sustainably, with ...

The fundamental failing of using "r-star" as one of the cornerstones of monetary policy is that it cannot be directly observed. This makes the more recent behaviour...

In this episode, David speaks with Peter Cooper of Cooper Investors. Peter founded Cooper Investors in 2001. As Chief Investment Officer, Peter created and...

A “U-turn” in the one-way traffic that has driven markets for around 40 years presents one of the most exciting investment environments in decades. The rock-bottom...

The adoption of the cloud is arguably one of the most significant business transformations we have seen since the early days of the world wide web. Given ongoing...

As Australian equities have rebounded from the lows of late March 2020, many investors have doubted the rally’s staying power. Pessimists argue that, based on most...

News that I and many others were effectively in lockdown from Friday was depressing. It got even more depressing when the whole of Sydney and its surrounding suburbs...

About nine months ago, we reviewed our investment case for Nike in ‘A Marathon, Not A Sprint’. With the benefit of time, vaccines, additional data points illuminating...

Equity markets are currently at all-time highs. This has generated returns that, we believe, are unlikely to continue, so we need to think about where returns are...

Job seekers routinely are warned that a recruiter will accept or reject an application in a matter of seconds, with a missing keyword or a grammatical error consigning...